Financial advisor Brandon Chase has joined LPL Financial’s broker-dealer, hybrid registered investment advisor and custodial platforms by partnering with OSJ Global Retirement Partners (GRP) and HUB Retirement and Wealth Management, the companies announced today in a news release.
Based in Fort Worth, Texas, Chase was formerly with Raymond James, where he managed about $125 million in client assets. He joins HUB Retirement and Wealth Management as senior vice president and wealth advisor, supported by registered assistant Brandy Cumberledge as vice president of client relations.
Chase said in the news release that as a certified exit planner, he had shifted the focus of his practice toward helping business owners maximize the value of their holdings in preparation for the sale of their company. Chase said that his new partnership with HUB would provide him with more opportunities to scale his exit planning business.
Headquartered in Fort Mill, S.C., San Diego and Boston, LPL Financial supports more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide.